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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,100 | $183,968+33.2% | $162,166+51.1% | $152,870+60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.07% | 150.77%-128.7pp | 115.59%-93.5pp | 345.34%-323.3pp |
| Employer contribution / active EE | $6,101 | $6,371-4.2% | $5,614+8.7% | $4,763+28.1% |
| Participant deferral / active EE | $9,999 | $8,034+24.5% | $7,298+37.0% | $5,850+70.9% |
| Admin fee / account holder | $277 | $13,121-97.9% | $10,842-97.4% | $11,597-97.6% |